Complex financial situations often require sophisticated solutions. Oakworth’s experienced staff of fiduciary experts provides comprehensive trust and estate administration services. These include assisting with generational wealth transfers, providing invoice management strategies, coordinating the activities of other trusted advisors, overseeing governing documents, managing unique assets including timberland, and a host of other services we designed to make your financial life easier.
Let us focus on the details, while you focus on enjoying life.
Personal Trust Services
- Full Discretionary Trustee Services
- Estate Administration
- Directed Trust Services
Fiduciary & Trustee Roles
- Overseeing governing document
- Invoice management strategies
- Preserving assets for future generations
- Filing Fiduciary tax returns
- Coordinating with clients other trusted advisors
- Managing real estate held in Trust
Escrow Agent
- Trusted Third Party
- Impartially carries out terms of the escrow agreement
- Responsible for disbursement of funds
